TAAGX vs. ISMD
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and Inspire Small/Mid Cap Impact ETF (ISMD).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. ISMD is a passively managed fund by Inspire that tracks the performance of the Inspire Small/Mid Cap Impact Equal Weight Index. It was launched on Feb 28, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or ISMD.
Correlation
The correlation between TAAGX and ISMD is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TAAGX vs. ISMD - Performance Comparison
Key characteristics
TAAGX:
0.68
ISMD:
0.69
TAAGX:
0.99
ISMD:
1.10
TAAGX:
1.14
ISMD:
1.13
TAAGX:
0.80
ISMD:
1.36
TAAGX:
2.74
ISMD:
3.33
TAAGX:
5.13%
ISMD:
4.04%
TAAGX:
20.51%
ISMD:
19.35%
TAAGX:
-70.66%
ISMD:
-43.58%
TAAGX:
-12.56%
ISMD:
-5.97%
Returns By Period
In the year-to-date period, TAAGX achieves a 3.01% return, which is significantly higher than ISMD's 1.93% return.
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
ISMD
1.93%
1.93%
6.28%
15.11%
10.45%
N/A
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TAAGX vs. ISMD - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than ISMD's 0.57% expense ratio.
Risk-Adjusted Performance
TAAGX vs. ISMD — Risk-Adjusted Performance Rank
TAAGX
ISMD
TAAGX vs. ISMD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and Inspire Small/Mid Cap Impact ETF (ISMD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TAAGX vs. ISMD - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 0.22%, less than ISMD's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 0.22% | 0.23% | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISMD Inspire Small/Mid Cap Impact ETF | 1.22% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.87% | 3.33% | 2.01% |
Drawdowns
TAAGX vs. ISMD - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -70.66%, which is greater than ISMD's maximum drawdown of -43.58%. Use the drawdown chart below to compare losses from any high point for TAAGX and ISMD. For additional features, visit the drawdowns tool.
Volatility
TAAGX vs. ISMD - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.05% compared to Inspire Small/Mid Cap Impact ETF (ISMD) at 4.50%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than ISMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.